睿远基金旗下产品最新重仓股曝光：傅鹏博加仓寒武纪，赵枫买回美的

澎湃新闻01-21

1月21日，睿远基金旗下两位明星基金经理在管产品披露2025年四季报。在2025年四季度期间，傅鹏博和朱璘管理的睿远成长价值混合基金加仓了寒武纪，新易盛、阿里巴巴、东山精密等个股则遭其减仓。睿远基金另一位明星基金经理赵枫管理的睿远均衡价值三年持有，其股票仓位已攀升至近三年最高水平。该基金重新买回了美的集团，华润万象生活、格力电器也新进其持仓前十。同时，立讯精密、中国平安等被该基金减仓；小米、...

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latest heavyweight stocks of Ruiyuan Fund's products are exposed: Fu Pengbo increases his position in Cambrian, and Zhao Feng buys back Midea","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81810":0.6,"89988":0.6,"300502":1.82,"300750":1.83,"601318":1.79,"688256":1.91,"01209":1.86,"MIUmain":0.6,"002475":1.8,"00300":1.88,"02318":1.79,"02601":0.9,"01810":0.9,"HBBD.SI":0.6,"ALBmain":0.6,"03750":1.83,"TCHmain":0.6,"PNGAY":1.79,"000333":1.88,"HTCD.SI":0.6,"09988":0.9,"002384":1.81,"000651":1.78,"HXXD.SI":0.6},"content_text":"1月21日，睿远基金旗下两位明星基金经理在管产品披露2025年四季报。在2025年四季度期间，傅鹏博和朱璘管理的睿远成长价值混合基金加仓了寒武纪，新易盛、阿里巴巴、东山精密等个股则遭其减仓。睿远基金另一位明星基金经理赵枫管理的睿远均衡价值三年持有，其股票仓位已攀升至近三年最高水平。该基金重新买回了美的集团，华润万象生活、格力电器也新进其持仓前十。同时，立讯精密、中国平安等被该基金减仓；小米、阿里巴巴、分众传媒则退出了前十大重仓股。睿远成长价值混合再遭超13亿份净赎回截至2025年四季度末，睿远成长价值混合基金的资产净值为210.87亿元，较2025年三季度末时的236.29亿元有所缩水。从基金业绩情况来看，该基金小幅度跑赢同期业绩比较基准。2025年四季度末，睿远成长价值混合A、C基金份额净值分别为1.9685元、1.9159元，去年四季度睿远成长价值混合A、C基金份额净值增长率分别为0.57%、0.47%，同期业绩比较基准收益率为-1.37%。在申赎表现上，睿远成长价值混合基金再度出现13.62亿份的大额净赎回，净赎回规模在该基金历史上高居第二，仅次于2025年三季度期间23.42亿份的净赎回峰值。仓位方面，睿远成长价值混合在2025年四季度末的股票仓位由原先的89.93%升至90.48%；从该基金的地区配置情况来看，睿远成长价值混合的港股仓位所占基金净值比则由27.92%降至20.14%。具体来看，2025年四季报显示，睿远成长价值混合的前十大重仓股依次为新易盛（300502.SZ）、胜宏科技（300476.SZ）、宁德时代（300750.SZ）、腾讯控股（00700.HK）、东山精密（002384.SZ）、立讯精密（002475.SZ）、迈为股份（300751.SZ）、阿里巴巴（09988.HK）、寒武纪（688256.SH）、巨星科技（002444.SZ）。其中，头号重仓股新易盛再遭减持，持仓数量相对上期减少了22.73%；阿里巴巴、东山精密、宁德时代、巨星科技等也均被减仓。此外，傅鹏博和朱璘在2025年四季度期间加仓了寒武纪，增持比例达13.89%；迈为股份重回持仓前十。对于调仓换股的具体操作，基金经理傅鹏博、朱璘在2025年四季报中分析道，从前十大持仓来看，较为明显的变化是移动运营商个股配置不在前十行列，取而代之的是2025年四季度表现突出的光伏和半导体高端设备制造商；其余重点公司的绝对持仓数量有增有减。与此同时，傅鹏博、朱璘称，为2026年的组合搭建做了准备：一方面，减持了基本面趋势偏弱的公司，降低了其对组合净值可能带来的负面影响；另一方面，增加了数据中心液冷、存力和算力的相关公司，主要是基于对行业发展态势，以及个股跟踪研究后的选择。对于2025年重点配置的光模块、PCB材料、芯片、数据中心液冷等板块和个股，他们持续看好其未来的发展，2026年将进一步加大研究力度。傅鹏博、朱璘指出，2026年初，股市活跃度不断攀升，所谓的春季躁动已经提前到来，各种题材应接不暇，如商业航空航天、GEO、脑机接口等等，市场赛道股、小盘股大幅跑赢大盘，也是2025年大部分时间内市场表现的延续。整体看，傅鹏博、朱璘认为，流动性过剩，市场认可的回报较好的板块不多，两者相互作用形成了过去一年以来的结构性行情。2026年这一态势是否会继续演绎，只能紧密跟踪，做好备案，动态应对。“上市公司2025年年报预披露将于一月底完成，景气度高的AI、有色金属、锂电材料等板块预计会有较高增长，市场对此有了定价。”傅鹏博、朱璘表示，对于年报预披露中的超预期个股，他们会着重研究，希望能够挖掘一些新的投资机会。2026年一季度，他们将在突出板块和个股的配置基础上，尽量减少投资的不确定性。睿远均衡价值三年持有的股票仓位升至近三年高点相较之下，睿远基金的另一位明星基金经理——赵枫管理的睿远均衡价值三年持有，其2025年四季度的调仓换股则更为显著。仓位方面，2025年四季度末，睿远均衡价值三年持有基金的股票仓位攀升至90.66%，为近三年最高；同时，港股仓位所占基金净值比也小幅度提升至41.99%；而其前十大重仓股集中度则有所下降，由61.03%下调至53.84%。组合整体呈现“仓位更集中、持股更分散”的特征。具体来看，2025年四季度期间，睿远均衡价值三年持有的持仓前十更迭了3只个股，前十大重仓股依次为：宁德时代、腾讯控股、美的集团（000333.SZ）、伟明环保（603568.SH）、中国太保（601601.SH）、立讯精密、中国太平、华润万象生活（01209.HK）、中国平安（601318.SH）、格力电器（000651.SZ）。其中，赵枫对美的集团的操作尤为引人关注：其在2024年末清仓该股后，于2025年下半年重新买入，并在去年四季度期间一举将其纳入前十大重仓；华润万象生活、格力电器则为前期便已“埋伏”于持股名单行列，2025年四季度首次进入睿远均衡价值三年持有的持仓前十。另一方面，立讯精密、中国平安、宁德时代、腾讯控股等多只个股被赵枫主动减持；小米集团、阿里巴巴、分众传媒则退出前十大重仓股行列。从基金业绩情况来看，2025年四季度末，睿远均衡价值三年持有A、C基金份额净值分别为1.7064元、1.6767元，去年四季度睿远均衡价值三年持有A、C基金份额净值增长率分别为-0.26%、-0.33%，跑赢同期业绩比较基准收益率为-1.25%。赵枫在2025年四季报中写道，市场经过2025年三季度的大幅上涨之后，2025年四季度整体呈现震荡走势，前期涨幅较大的板块需要业绩和订单增长验证，年末也存在一定的获利了结压力。他在2025年四季度减持了前期涨幅较大、估值较高一些个股，增持了估值较低，中期回报更加确定的优质龙头企业。展望未来，赵枫认为，权益资产的回报仍然较其他大类资产更有吸引力，现金流优良的企业股息加回购的年静态回报水平仍然可以达到5%左右，如果考虑到增长，部分优秀的龙头企业回报有望达到10%以上，而且确定性还比较高。“因此，我们对后市仍持相对乐观的看法，权益市场在未来一段时间的回报水平相对2025年可能会有所下降，但大幅回撤的风险有限，结构性超额收益机会仍然存在。”赵枫判断道。赵枫进一步表示，宏观周期正向着有利权益资产的方向变化。伴随反内卷措施不断落实，中国经济有望逐步走出通缩预期，企业盈利质量将逐步改善，具备定价权和成本转嫁能力的行业龙头更为受益。资本市场改革持续推进，长期资金入市环境逐步优化，市场内在稳定性增强。在此背景下，他仍将聚焦基本面扎实、竞争壁垒深厚的企业，通过结构性配置获取超额回报。具体配置上，赵枫关注处于快速海外扩张的国内龙头企业。赵枫称，中国企业出海从过去的代工、产品出口，正迈向海外本地制造、本地服务的阶段，产品类别也从相对简单、不需要太多售后服务的产品，向工程机械、汽车、暖通等重服务重售后的产品发展。这类产品的海外竞争格局更加稳定，盈利能力较高，但需要有完善的本地化网络支撑和品牌认知才能生根开花结果，投入期较长且前期成本较高，而且往往还需要在本地建立起完善的供应链体系，因此基本只有作为“链主”的行业龙头企业具备这个实力。“我们看到了一批国内的行业龙头正在加速海外发展，这批公司在产品品质、创新和价格竞争力上已经完全不输海外龙头企业，目前正在快速补上服务和渠道的短板，品牌认知也在持续提升中。”赵枫预计，未来五到十年，海外收入增长将成为驱动这批公司业绩增长的主要动力，给股东带来优良的回报。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"shareholding","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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